Are you fielding calls from clients who want to update their estate plans? If so, it’s an ideal opportunity to discuss how–after they’ve provided for their children and loved ones–a private foundation can help them build an enduring charitable legacy while leaving as little as possible to taxes.
Learn more from our on-demand webinar on Estate Planning with a Private Foundation.
Jodi F. Krieger, Partner at Kleinberg, Kaplan, Wolff & Cohen, P.C. and Foundation Source Chief Legal Officer Jeffrey D. Haskell review the following:
- Comparative benefits of contributing during lifetime vs. leaving a charitable bequest
- Establishing a private foundation vs. contributing outright to public charities
- Different approaches for establishing a private foundation during lifetime vs. at death
- Identifying the best assets with which to fund a private foundation during lifetime vs. at death